Charles Schwab Corporation shares owned by Essex Savings Bank
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Essex Savings Bank
from 13F filings
Historical chart of Essex Savings Bank investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Essex Savings Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Essex Savings Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 24k | 68.79 |
| 2023-12-31 | $1.6M | 24k | 68.79 |
| 2023-09-30 | $1.1M | 21k | 54.90 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $1.0M | 20k | 52.38 |
| 2022-12-31 | $1.6M | 19k | 83.26 |
| 2022-09-30 | $1.4M | 19k | 71.84 |
| 2022-06-30 | $1.2M | 19k | 63.18 |
| 2022-03-31 | $1.6M | 19k | 84.31 |
| 2021-12-31 | $1.2M | 15k | 84.11 |
| 2021-09-30 | $1.0M | 14k | 72.85 |
| 2021-06-30 | $1.1M | 15k | 73.83 |
| 2021-03-31 | $890k | 14k | 61.76 |
| 2020-12-31 | $764k | 14k | 53.01 |
| 2020-09-30 | $320k | 8.8k | 36.26 |
| 2019-03-31 | $5.0k | 125 | 40.00 |
| 2018-12-31 | $5.0k | 125 | 40.00 |